CWM
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Confluence Wealth Management’s Tapestry TPR Stock Holding History

Confluence Wealth Management’s Portfolio TPR Stock Details TPR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-14,843
Closed -$737K – 134
2014
Q1 		$737K Buy
+14,843
New +$737K 0.56% 50